Manager, Financial Planning & Analysis

berkshiregrey; Bedford (MA); On-site; USD 120,000 - 170,000; Full time

Job summary

Berkshire Grey is seeking a hands-on Manager, FP&A to lead budgeting, forecasting, reporting, and strategic financial planning across the organization. This role reports to the CFO and collaborates with Engineering, Operations, Manufacturing, Supply Chain, Sales, and Service to deliver accurate forecasts and actionable insights.

The ideal candidate will have strong financial modeling, advanced Excel and PowerPoint skills, and experience with ERP systems (NetSuite a plus).

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field; MBA a plus.
• At least seven years of FP&A, corporate finance, accounting, or related financial experience.
• Advanced financial modeling, forecasting, and analytical skills.
• Strong understanding of financial statements, budgeting, and management reporting.
• Advanced Excel and PowerPoint; experience creating executive-level presentations.
• Experience using ERP (NetSuite a plus), financial planning, reporting, and business intelligence systems.
• Strong attention to detail, organizational skills, and accuracy.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong written and verbal communication with senior leaders and nonfinancial partners.
• Experience in robotics/automation/tech/manufacturing/capital equipment industries is a plus.

Responsibilities

• Lead annual budgeting, periodic forecasting, and long-range planning for assigned areas.
• Develop and maintain detailed financial models for revenue, gross margin, Opex, headcount, cash flow, and scenario planning.
• Prepare monthly/ quarterly reporting packages with variance analyses.
• Partner with Engineering, Operations, Manufacturing, Supply Chain, Sales, and Service to develop forecasts.
• Monitor headcount, labor costs, capex, program spending, and other financial commitments.
• Support profitability analyses at project, product, customer, and contract levels.
• Evaluate financial impact of new opportunities, pricing, investments, and cost-reduction initiatives.
• Develop and track financial and operational KPIs.
• Support monthly and quarterly close activities.
• Prepare analyses and presentations for executive leadership.
• Collaborate with Accounting to align plans, forecasts, and results.
• Support ad hoc strategic finance initiatives.

Skills

Advanced financial modeling

Forecasting

Analytical skills

Executive-level communication

Strategic thinking

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

MBA or Master’s degree a plus

Tools

NetSuite ERP

Excel

PowerPoint

BI / Financial planning systems

Job description

Position Overview

Berkshire Grey is seeking a hands-on Manager, Financial Planning & Analysis (FP&A) to support financial planning, forecasting, reporting, and strategic decision-making across the organization.

Reporting to the CFO, the Manager, FP&A will work closely with functional leaders to develop budgets and forecasts, evaluate business performance, identify financial risks and opportunities, participate in the Company’s monthly financial close process and provide actionable insights to leadership. The ideal candidate combines strong financial modeling and analytical skills with the ability to communicate complex financial information clearly.

Key Responsibilities

• Lead the annual budgeting, periodic forecasting, and long-range planning processes for assigned business areas.


• Develop and maintain detailed financial models, including revenue, gross margin, operating expense, headcount, cash flow, and scenario-planning models.


• Prepare monthly and quarterly financial reporting packages, including budget-to-actual and forecast-to-actual variance analyses.


• Partner with Engineering, Operations, Manufacturing, Supply Chain, Sales, Service, and other functional leaders to develop accurate forecasts and support business decisions.


• Monitor headcount, labor costs, capital expenditures, program spending, and other key financial commitments.


• Support project, product, customer, and contract-level profitability analyses.


• Evaluate the financial impact of new business opportunities, pricing decisions, investments, and cost-reduction initiatives.


• Develop and track financial and operational key performance indicators.


• Support monthly and quarterly close activities


• Prepare financial analyses and presentations for executive leadership and other stakeholders.


• Collaborate with Accounting to ensure consistency between financial plans, forecasts, and reported results.


• Support ad hoc financial analysis and other strategic Finance initiatives.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field. MBA or Master’s degree a plus.


• At least seven years of progressive experience in FP&A, corporate finance, accounting, or a related financial role.


• Advanced financial modeling, forecasting, and analytical skills.


• Strong understanding of financial statements, accounting principles, budgeting, and management reporting.


• Advanced proficiency in Microsoft Excel and PowerPoint and experience creating executive-level presentations.


• Experience using ERP (NetSuite a plus), financial planning, reporting, and business intelligence systems.


• Strong attention to detail, organizational skills, and commitment to accuracy.


• Ability to manage multiple priorities and meet deadlines in a fast-paced, evolving environment.


• Strong written and verbal communication skills, including the ability to work effectively with senior leaders and nonfinancial business partners.


• Ability to work independently, exercise sound judgment, and take ownership of financial processes and deliverables.


• Experience in robotics, automation, technology, manufacturing, engineering, or capital equipment industries a plus.

This role is not eligible for visa sponsorship.

9110-2601MF